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  • Stimmy Talk Sparks Bitcoin Buzz 💥, Strategy Doubles Bitcoin Funding Power 💪, Tether Buys The Bitcoin Dip 🛒

Stimmy Talk Sparks Bitcoin Buzz 💥, Strategy Doubles Bitcoin Funding Power 💪, Tether Buys The Bitcoin Dip 🛒

Read issue #400 of the Bitcoin-only daily newsletter with the highest signal-to-noise ratio in the industry.

Together with

Rhino

Greetings Bitcoiner,

Welcome to the Bitcoin Breakdown daily newsletter, where we’re celebrating our 400th issue today! 🥳 

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Now for today’s Top Stories from the past weekend:

  • 💸 Trump Promises $2K Stimulus Checks, Could Spark Bitcoin Boom

  • 🎯 Strategy Doubles Down on Bitcoin Funding w/ Preferred Stock Raise

  • 💰 Tether Buys the Dip With $97M Bitcoin Purchase

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TOGETHER WITH RHINO 🦏

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Nov 10, 2025

TODAY’S TOP STORIES

💸 Trump Promises $2K Stimulus Checks, Sparking Bitcoin Boom Talk

President Trump announced Sunday that most Americans will receive at least $2000 from tariff revenues, sparking Bitcoin rally speculation reminiscent of Covid-era stimulus checks that fueled the 2021 crypto boom. With tariffs generating only $195B this year but the proposed program potentially costing $300-500B, economists however warn the math doesn't add up. Critics call it political theater amid inflation concerns, and Polymarket traders are betting against the proposal becoming reality in 2025. Forbes

🎯 Strategy Doubles Down on Bitcoin Funding w/ Preferred Stock Raise

Strategy raised $715M through its new STRE preferred stock, doubling its initial target and extending its bitcoin accumulation toolkit, showing there is still strong investor appetite for high-yield exposure to the firm’s bitcoin-linked capital structure. The 10% yielding perpetual preferred shares give the company flexibility during tight funding periods while rewarding investors for deferral risk. Despite a recent slowdown in bitcoin purchases due to compressed market premiums, Strategy maintains 640,808 BTC and remains on track for its 30% bitcoin yield target. The Block

💰 Tether Buys the Dip With $97M Bitcoin Purchase

Tether scooped up 961 BTC worth $97M during the recent market downturn, following its policy of allocating 15% of net profits to Bitcoin. The stablecoin giant now holds 87,296 BTC valued at $8.84B, sitting on $4.55B in unrealized gains. While some analysts see this as portfolio rebalancing, others view it as conviction buying during market stress, signaling confidence in Bitcoin's long-term fundamentals. Decrypt

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POLL #400

What will most Americans do with Trump’s proposed $2K stimulus?

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PREVIOUS POLL RESULTS

poll results
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QUICK BITS

  • US Senate reportedly reaches a 3-part budget agreement to end the record 40-day government shutdown, with Bitcoin surging 266% over 5 months when the previous shutdown ended in January 2019.

  • Block Inc, led by Jack Dorsey, will today enable over 4M merchants using its Square payment system to accept bitcoin as a form of payment.

  • Bearish Bitcoin predictions are driven by self-interest from people who have sold their holdings, according to analyst PlanC.

  • JPMorgan quietly stacks 64% more Bitcoin ETF shares, now holding over 5.2M shares of IBIT worth $343M.

  • Bitcoin's Coinbase Premium hits 7-month low, but short-term holders accumulate BTC while long-term holders take profits, hinting at potential market bottom formation.

  • Schwab Asset Management survey reveals that 45% of investors plan to buy Bitcoin and crypto ETFs, matching bond ETF interest and ranking second behind US equity ETFs.

  • Eric Trump says Bitcoin's energy network surpasses major institutions like the Pentagon, making it the ultimate survivor in any global financial collapse.

  • Ledger weighs New York listing as revenues hit triple-digit millions amid record $2.2B Bitcoin and crypto hacks in 2025.

  • BlackRock maintains strong conviction in Bitcoin's long-term value despite recent price stagnation, citing accelerating adoption curves, enhanced institutional infrastructure, and Bitcoin's role as a global monetary alternative amid declining legacy system credibility.

  • Owen Gunden, an early Bitcoin adopter, moves 3600 BTC worth $372M, with Kraken exchange being the destination of 500 of the moved BTC.

  • Phoenix Group, an Abu Dhabi-listed mining company, launches a 30MW Bitcoin mining facility in Ethiopia's capital Addis Ababa, expanding African operations and boosting global capacity by 1.9 EH/s.

  • James Check, aka Checkmate, reveals that 4.65M BTC worth $500B returned to circulation in 2025 as long-term holders take profits.

  • My First Bitcoin transitions from local El Salvador education to empowering Bitcoin educators worldwide through their Node Network of over 70 projects across 38 countries.

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QUICK MEDIA

  • Mark Moss of Market Disruptors argues that the US government is implementing a strategic 7 step plan to reset the global monetary system by bringing gold onshore, taxing foreign dollar holders, building Bitcoin reserves, and ultimately allowing hard assets to reprice the entire financial system (Nov 8 | 22:42 min watch).

  • Hector Alvero, COO of Rhino Bitcoin, argues that Bitcoin's volatility during its dip to $99K isn't a flaw but rather the essential engine driving new market entrants, price discovery, and future all-time highs (Nov 7 | 1:25 min watch). 

  • Eric Trump, son of President Trump, declares he's 'all in' on Bitcoin, highlighting growing institutional demand from major families, private wealth funds, and Fortune 500 companies who are increasingly adopting it (Nov 8 | 1:04 min watch). 

  • Adam Livingston debunks 7 common misconceptions about Bitcoin (covering volatility, value, regulation, adoption, criminal use, self-custody, and diversification) explaining why it can be a valuable addition to modern investment portfolios (Nov 7 | 13:57 min watch). 

  • Joe Nakamoto explores Curaçao, a Caribbean island that has become an unexpected Bitcoin paradise, showcasing how the local community has integrated Bitcoin into daily life through businesses, infrastructure, and educational initiatives (Nov 9 | 21:13 min watch). 

  • Adam Taggart, Founder of Thoughtful Money, and Dollar Milkshake Theory creator Brent Johnson, explore how US stablecoins could become the 'ring of power' that re-entrenches dollar dominance while transforming Western allies into monetary vassals under greater American control (Nov 8 | 2:40 min watch).

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